BAI Executive Report

Branches: Adapting for the modern customer


Download now!

All fields required.

In our March BAI Executive Report Branches: Adapting for the modern customer, we’ve gathered technology, design and marketing experts to help banking leaders optimize this valuable customer and member touchpoint.

The branch’s role in the banking omnichannel connects in-person trust and on-demand expertise to the ease found with digital self-service. This successful linkage requires efficient use of your budget and resources, employing scalable solutions and embracing talent upskilling. We hope you find this report’s insight helpful in supporting your branches today and tomorrow.

Articles in this report include:

Future-proof branch design with this three-part approach
Branches, with upgradable self-service features and huddle spots, are an integral part of omnichannel banking. That’s why HR and CX visionaries need a role in the design process.

Next-generation middleware anchors smart ATMs within your service lineup
Members and customers want secure self-service and concierge banking expertise for complex transactions. They expect tap-payment ease, yet like cash too. How do financial institutions respond?

Cash recycling evolves to help cost-prudent FIs and their customers
More ATMs can be cloud-linked, secure and reuse bills to save on handling — all efforts to reduce cash deserts and help financial institutions balance persistent demand for paper currency alongside digital payments.

Why ‘smart branches’ are better than ‘cashless branches’
Speeding up the availability of funds, using ATM-as-a-Service for cost savings and prioritizing staff upskilling all boost the branch’s role in a seamless digital ecosystem.

8 essential steps to elevate the customer experience
In the branch and beyond, consistency, security and innovation matter.

Using branch workforce management to drive sales
Tap these key practices to leverage resources and capitalize on customer interactions.


Download and share this issue as you and your teams explore how branches meet customers and members where they transact now and as you anticipate their future needs.